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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- Re: Orgainizer
Orgainizer
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SteveW
Level 1
01-16-2023
01:41 PM
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How Do I transfer prior year data onto organizer?
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abctax55
Level 15
01-16-2023
04:41 PM
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2022 Organizers are generated FROM the 2021 return. Make sure you have the last update for 2021 installed.
Select the client(s) > then upper menu bar. Tools > Organizer... > then follow the bouncing ball for what you want included in the organizer(s)
HumanKind... Be Both
